Tradition Wealth Management LLC
● SEC registered since 2004CRD 128314SEC# 801-62666Edina, MN
Reg. AUM
$2.6B
Employees
32
Accounts
5,771
Location
Edina, MN
Tradition Wealth Management LLC assets under management
Tradition Wealth Management LLC operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2004. It reports $2.6 billion in regulatory assets under management and employs 32 people.
Tradition Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Allan Johnson | Member | 10-25% | 2006 |
| Chadwick James Schumacher Control | Director | 25-50% | 2003 |
| John Leslie Hause | Member | 10-25% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Tradition Wealth Management LLC manage?
Tradition Wealth Management LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Tradition Wealth Management LLC have?
Tradition Wealth Management LLC reports 32 employees.
Where is Tradition Wealth Management LLC located?
Tradition Wealth Management LLC is based in Edina, MN and has been SEC-registered since 2004.
Does Tradition Wealth Management LLC disclose fund performance?
Tradition Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7601 France Avenue South, Suite 100, Edina, MN 55435 |
| Phone | 952-563-6500 |
| Fax | 952-563-6501 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.6B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.6Bregulatory AUM
Discretionary $2.55BNon-discretionary $54.3M